Berkley W R Corp
WRB- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000011544
No open-market purchases or sales by Berkley W R Corp insiders were filed in the last 90 days; 954 institutions reported holding it in 13F filings for Q2 2026, worth $19.7B in total; Markel Group is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Berkley W R Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 693
- −8 vs. Q4 2022
- Shares held
- 181.1M
- −503.1K (−0.3%) vs. Q4 2022
- Total value
- $11.2B
- −$1.95B (−14.8%) vs. Q4 2022
- New holders
- 88
- 256 more added
- Sold out
- 96
- 245 more reduced
15 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WRB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 954 | $19.7B |
| Q1 2026 | 926 | $18.5B |
| Q4 2025 | 952 | $19.9B |
| Q3 2025 | 934 | $18.7B |
| Q2 2025 | 923 | $18.7B |
| Q1 2025 | 915 | $18.7B |
| Q4 2024 | 876 | $15.3B |
| Q3 2024 | 800 | $14.8B |
| Q2 2024 | 758 | $13.8B |
| Q1 2024 | 772 | $15.9B |
| Q4 2023 | 728 | $12.6B |
| Q3 2023 | 667 | $11.0B |
| Q2 2023 | 660 | $10.3B |
| Q1 2023 | 693 | $11.2B |
| Q4 2022 | 716 | $13.2B |
| Q3 2022 | 667 | $11.9B |
| Q2 2022 | 665 | $12.6B |
| Q1 2022 | 617 | $12.1B |
| Q4 2021 | 575 | $10.1B |
| Q3 2021 | 513 | $9.04B |
| Q2 2021 | 526 | $9.17B |
| Q1 2021 | 507 | $9.36B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Berkley W R Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 5,241 | $326.3K | 0.07% | −3,167−37.7% | Reduced |
| Glenmede Trust Co NA | 5,311 | $330.7K | 0.00% | +2,160+68.5% | Added |
| Carmel Capital Partners, LLC | 5,325 | $331.5K | 0.20% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,381 | $335.0K | 0.03% | +278+5.4% | Added |
| Argus Investors' Counsel, Inc. | 5,383 | $335.1K | 0.25% | −54−1.0% | Reduced |
| Triasima Portfolio Management inc. | 5,410 | $336.8K | 0.03% | −69,970−92.8% | Reduced |
| SRB Corp | 5,463 | $340.1K | 0.02% | −861−13.6% | Reduced |
| Resources Investment Advisors, LLC. | 5,482 | $341.3K | 0.01% | −166−2.9% | Reduced |
| Private Trust Co NA | 5,539 | $344.9K | 0.05% | −2,561−31.6% | Reduced |
| XTX Topco Ltd | 5,567 | $346.6K | 0.07% | +1,722+44.8% | Added |
| Argent Trust Co | 5,591 | $348.1K | 0.02% | +5,591 | New |
| Washington Capital Management Inc | 5,600 | $348.7K | 0.31% | +5,600 | New |
| Hamilton Capital Partners Inc. | 5,774 | $359.5K | 0.13% | +5,774 | New |
| Wealthfront Advisers LLC | 5,813 | $361.9K | 0.00% | −22,531−79.5% | Reduced |
| AE Wealth Management LLC | 5,820 | $362.3K | 0.00% | −2,564−30.6% | Reduced |
| EverSource Wealth Advisors, LLC | 5,842 | $363.7K | 0.05% | −1,158−16.5% | Reduced |
| Lincoln National Corp | 5,888 | $366.6K | 0.01% | −20.0% | Reduced |
| Snowden Capital Advisors LLC | 5,899 | $367.3K | 0.01% | −344−5.5% | Reduced |
| Matrix Private Capital Group LLC | 5,924 | $368.8K | 0.26% | −581−8.9% | Reduced |
| CWM Advisors, LLC | 6,012 | $374.3K | 0.05% | +1,288+27.3% | Added |
| Forum Financial Management, LP | 6,069 | $377.9K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,110 | $380.4K | 0.00% | −452−6.9% | Reduced |
| Gsa Capital Partners LLP | 6,123 | $381.0K | 0.04% | +6,123 | New |
| Fort Washington Investment Advisors Inc | 6,150 | $382.9K | 0.00% | 00.0% | Unchanged |
| Tufton Capital Management | 6,223 | $387.4K | 0.08% | +6,223 | New |
| Veriti Management LLC | 6,226 | $387.6K | 0.05% | +6,226 | New |
| TrinityPoint Wealth, LLC | 6,286 | $391.4K | 0.08% | +67+1.1% | Added |
| Boulder Hill Capital Management LP | 6,300 | $392.2K | 0.32% | +6,300 | New |
| Pacitti Group Inc. | 6,317 | $393.3K | 0.29% | −51−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,402 | $398.6K | 0.01% | −4−0.1% | Reduced |
| Cobblestone Capital Advisors LLC | 6,414 | $399.3K | 0.03% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 6,516 | $406.0K | 0.28% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6,538 | $407.0K | 0.04% | −54−0.8% | Reduced |
| Hillsdale Investment Management Inc. | 6,650 | $414.0K | 0.04% | −60−0.9% | Reduced |
| Lazard Asset Management LLC | 6,705 | $416.0K | 0.00% | +3,126+87.3% | Added |
| Credit Capital Investments LLC | 6,692 | $416.6K | 0.54% | +6,692 | New |
| Strategy Asset Managers LLC | 6,735 | $419.3K | 0.10% | −2,934−30.3% | Reduced |
| Coastline Trust Co | 6,735 | $419.3K | 0.06% | 00.0% | Unchanged |
| Gifford Fong Associates | 6,750 | $420.0K | 0.11% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,794 | $423.0K | 0.00% | −9,347−57.9% | Reduced |
| MQS Management LLC | 6,890 | $429.0K | 0.28% | +6,890 | New |
| Bradley Foster & Sargent Inc | 6,925 | $431.1K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6,937 | $431.9K | 0.01% | −8,030−53.7% | Reduced |
| Brinker Capital Investments, LLC | 6,973 | $434.1K | 0.01% | −278−3.8% | Reduced |
| Orion Portfolio Solutions, LLC | 6,973 | $434.1K | 0.01% | +6,973 | New |
| La Banque Postale Asset Management SA | 6,984 | $434.8K | 0.01% | −1,055−13.1% | Reduced |
| Private Advisor Group, LLC | 7,050 | $438.9K | 0.00% | −9,049−56.2% | Reduced |
| Fox Run Management, L.L.C. | 7,097 | $441.9K | 0.14% | +7,097 | New |
| Gotham Asset Management, LLC | 7,160 | $445.8K | 0.01% | −34,528−82.8% | Reduced |
| Atria Wealth Solutions, Inc. | 7,168 | $446.3K | 0.01% | −560−7.2% | Reduced |
| Empower Advisory Group, LLC | 7,164 | $450.2K | 0.00% | +7,164 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 7,248 | $451.0K | 0.04% | −72−1.0% | Reduced |
| Commerce Bank | 7,302 | $454.6K | 0.00% | −468−6.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 7,366 | $458.6K | 0.12% | −3,292−30.9% | Reduced |
| Gratus Capital LLC | 7,421 | $462.0K | 0.04% | +6+0.1% | Added |
| NCM Capital Management, LLC | 7,505 | $467.0K | 0.35% | +9+0.1% | Added |
| Axxcess Wealth Management, LLC | 7,649 | $476.2K | 0.04% | −5,918−43.6% | Reduced |
| Moody Aldrich Partners LLC | 7,705 | $479.7K | 0.10% | −13−0.2% | Reduced |
| Umb Bank N A | 7,778 | $484.3K | 0.01% | +161+2.1% | Added |
| Walleye Trading LLC | 7,796 | $485.4K | 0.02% | +7,796 | New |
| Ritholtz Wealth Management | 7,842 | $488.3K | 0.02% | −3,538−31.1% | Reduced |
| Two Sigma Advisers, LP | 7,850 | $488.7K | 0.00% | −22,350−74.0% | Reduced |
| World Equity Group, Inc. | 21,978 | $489.6K | 0.08% | +21,978 | New |
| Veritable, L.P. | 7,991 | $497.5K | 0.01% | +311+4.0% | Added |
| Federation des caisses Desjardins du Quebec | 8,028 | $499.8K | 0.01% | +4,541+130.2% | Added |
| Vontobel Holding Ltd. | 8,086 | $503.4K | 0.00% | −132−1.6% | Reduced |
| Parsons Capital Management Inc | 8,106 | $504.7K | 0.04% | +8,106 | New |
| Resources Management Corp | 15,100 | $509.0K | 0.10% | +4,947+48.7% | Added |
| Thompson Siegel & Walmsley LLC | 8,193 | $510.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,195 | $510.2K | 0.00% | −10,339−55.8% | Reduced |
| Metis Global Partners, LLC | 8,304 | $517.0K | 0.03% | +2,216+36.4% | Added |
| Qtron Investments LLC | 8,434 | $525.1K | 0.11% | +2,485+41.8% | Added |
| TownSquare Capital, LLC | 8,469 | $527.3K | 0.01% | −42,365−83.3% | Reduced |
| Cadent Capital Advisors, LLC | 8,608 | $535.9K | 0.32% | −776−8.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 8,662 | $539.3K | 0.22% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 8,813 | $548.7K | 0.06% | +8,813 | New |
| Lighthouse Investment Partners, LLC | 8,839 | $550.3K | 0.05% | +8,839 | New |
| Ci Investments Inc. | 8,851 | $551.0K | 0.00% | −2,580−22.6% | Reduced |
| Compass Wealth Management LLC | 8,889 | $553.4K | 0.18% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 8,954 | $557.5K | 0.02% | −1,758−16.4% | Reduced |
| Quantamental Technologies LLC | 8,979 | $559.0K | 0.30% | −2,751−23.5% | Reduced |
| Bellevue Asset Management, LLC | 9,000 | $560.3K | 0.38% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,110 | $567.2K | 0.03% | −2,232−19.7% | Reduced |
| Natixis | 9,291 | $578.5K | 0.01% | −18,542−66.6% | Reduced |
| New Mexico Educational Retirement Board | 9,450 | $588.0K | 0.03% | −300−3.1% | Reduced |
| US Bancorp | 9,446 | $588.1K | 0.00% | −810−7.9% | Reduced |
| Banque Cantonale Vaudoise | 9,506 | $592.0K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 9,530 | $593.3K | 0.02% | +9,530 | New |
| Advisor Partners II, LLC | 9,580 | $596.5K | 0.03% | +757+8.6% | Added |
| Fairfield, Bush & Co. | 9,590 | $597.1K | 0.21% | +2,215+30.0% | Added |
| Baird Financial Group, Inc. | 9,641 | $600.2K | 0.00% | +2,918+43.4% | Added |
| Virtu Financial LLC | 9,711 | $605.0K | 0.06% | +4,419+83.5% | Added |
| Williams Jones Wealth Management, LLC. | 9,737 | $606.2K | 0.01% | −13−0.1% | Reduced |
| Everence Capital Management Inc | 9,825 | $612.0K | 0.05% | 00.0% | Unchanged |
| Swedbank AB | 9,844 | $612.9K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 10,049 | $625.7K | 0.03% | +3,678+57.7% | Added |
| Wealth Quarterback LLC | 10,462 | $651.4K | 0.55% | −108−1.0% | Reduced |
| Norinchukin Bank, The | 10,471 | $651.9K | 0.01% | +319+3.1% | Added |
| LVW Advisors, LLC | 10,495 | $653.4K | 0.13% | −3,279−23.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,652 | $663.2K | 0.01% | +3,711+53.5% | Added |